Overview

Our firm is an independent, financial management firm based in Washington State and serving citizens living stateside and abroad. Our company takes pride in providing an influential and integral client/advisor relationship. As a result, our advisors are empowered to defend their client's best interests and serve as true partners in building and protecting wealth.

We are looking to acquire, as well as assist advisors with, a secure plan to assist with a clear and precise succession strategy. We will work with you to develop a game plan that will allow your clients to feel empowered during the transition process. Our service model and your match are essential so that the client's experience feels seamless.

We are also willing to assist broker-dealer advisors to navigate the process of moving to independence. If you want to speak with people who have successfully made the jump, feel free to reach out.

I’m looking forward to conversing and building rapport with like-minded advisors as we’re looking to start acquiring in May of this 2022 and beyond.

Last Activity
2 weeks

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